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Sector Analysis

National Commercial Banks

Standard Industrial Classification: SIC 6021

Industry Insider Sentiment Analysis

The National Commercial Banks sector (SIC 6021) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.

Filing Date Trade Date Ticker Company Reporting Person Relationship Type Price Qty Total, $ Owned After
2020-11-05 00:50 2020-11-02 FUNC FIRST UNITED CORP/MD/ McCullough John Director BUY $12.30 498 $6,131 47,659
2020-11-05 00:57 2020-11-02 FUNC FIRST UNITED CORP/MD/ RUDY IRVIN ROBERT Director BUY $12.24 24 $291 33,112
2020-11-04 23:37 2020-11-04 OCFC OCEANFIRST FINANCIAL CORP Tsimbinos Steven James Officer BUY $14.59 300 $4,376 73,966
2020-11-04 23:34 2020-11-04 OCFC OCEANFIRST FINANCIAL CORP Katsoulis Nicos Director BUY $14.76 1,900 $28,036 9,535
2020-11-04 00:20 2020-11-02 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $26.16 19 $500 46,648
2020-11-04 00:21 2020-10-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $23.19 22 $500 46,496
2020-11-04 01:27 2020-11-02 FUNC FIRST UNITED CORP/MD/ Ruddell Gary Director BUY $12.24 15 $178 20,249
2020-11-04 02:09 2020-11-02 WSFS WSFS FINANCIAL CORP WRIGHT RICHARD Officer OPT+S $32.91 12,204 $401,576 48,868
2020-11-03 18:52 2020-11-02 WSBC WESBANCO INC CORNELSEN JAMES W Director SELL $24.74 12,000 $296,880 97,113
2020-11-04 00:05 2020-10-30 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $73.56 65,945 $4,850,809 3,550,239
2020-11-04 00:53 2020-11-02 BANC BANC OF CALIFORNIA, INC. Curran Mary A Director BUY $12.13 4,200 $50,946 22,658
2020-11-04 01:59 2020-11-02 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ STEPHENS STEVEN DAN Officer SELL $33.24 6,491 $215,788 58,457
2020-11-02 18:21 2020-10-30 VLY VALLEY NATIONAL BANCORP WILLIAMS SIDNEY S Director BUY $7.59 135 $1,025 135
2020-11-03 02:03 2020-10-30 WABC WESTAMERICA BANCORPORATION Hassid Michele R. Director BUY $52.75 185 $9,758 185
2020-11-03 00:53 2020-10-29 FNB FNB CORP/PA/ Bena Pamela A Director BUY $7.22 2,000 $14,440 41,786
2020-11-03 00:59 2020-10-29 CASH PATHWARD FINANCIAL, INC. Herrick Glen William Officer SELL $27.86 10,000 $278,600 185,879
2020-11-03 01:06 2020-10-30 CBU COMMUNITY FINANCIAL SYSTEM, INC. Bolus Mark J. Director OPT+S $57.78 2,640 $152,547 78,010
2020-11-02 20:56 2020-11-02 N/A WILSON BANK HOLDING CO WHITAKER GARY Officer BUY $57.75 712 $41,118 7,429
2020-11-02 20:37 2020-11-02 N/A WILSON BANK HOLDING CO WHITAKER GARY Officer BUY $57.75 174 $10,049 7,255
2020-11-02 23:31 2020-10-23 NCBS NICOLET BANKSHARES INC LONG DONALD J JR Director SELL $63.49 13,657 $867,026 77,316
2020-11-02 19:20 2020-10-29 ATLO AMES NATIONAL CORP Bauer Scott T BUY $18.79 2,015 $37,862 6,262
2020-10-30 23:02 2020-10-29 HBAN HUNTINGTON BANCSHARES INC /MD/ Thompson Mark E Officer SELL $10.16 50,000 $507,900 608,283
2020-10-30 23:37 2020-10-28 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $72.28 66,430 $4,801,394 3,535,068
2020-10-30 01:19 2020-10-27 FNB FNB CORP/PA/ Mencini Frank C Director BUY $7.41 2,000 $14,818 61,029
2020-10-29 22:52 2020-10-28 NKSH NATIONAL BANKSHARES INC Green Charles E III Director BUY $27.40 2,000 $54,805 44,238
2020-10-29 17:15 2020-10-28 NWBI Northwest Bancshares, Inc. Reitzes Mark T. Officer BUY $10.42 3,000 $31,260 8,000
2020-10-30 04:20 2020-10-29 BANC BANC OF CALIFORNIA, INC. WOLFF JARED M Director, Officer BUY $11.50 10,000 $115,000 39,500
2020-10-28 18:47 2020-10-26 NKSH NATIONAL BANKSHARES INC Dooley John Elliott Director BUY $27.38 500 $13,688 6,600
2020-10-28 23:38 2020-10-26 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $74.71 65,411 $4,886,895 3,520,384
2020-10-29 02:40 2020-10-26 SFNC SIMMONS FIRST NATIONAL CORP FEHLMAN ROBERT A Officer BUY $17.42 3,000 $52,260 94,447
2020-10-27 00:32 2020-10-26 JPM JPMORGAN CHASE & CO Piepszak Jennifer Officer OPT+S $101.11 3,297 $333,356 6,212
2020-10-27 00:31 2020-10-26 JPM JPMORGAN CHASE & CO Giles Nicole Officer OPT+S $100.98 2,281 $230,327 7,718
2020-10-26 23:54 2020-10-23 SMBK SMARTFINANCIAL INC. Welborn Wesley Miller Director, Officer BUY $14.71 1,796 $26,419 64,223
2020-10-26 22:34 2020-10-26 CBKM CONSUMERS BANCORP INC /OH/ WILLIAMS DEREK G Officer BUY $16.25 500 $8,125 5,738
2020-10-23 23:45 2020-10-23 NCBS NICOLET BANKSHARES INC Witczak Eric James Officer SELL $64.03 2,177 $139,393 23,227
2020-10-24 02:06 2020-10-23 NCBS NICOLET BANKSHARES INC Witczak Eric James Officer SELL $64.03 2,177 $139,393 22,802
2020-10-21 01:49 2020-10-19 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $56.56 3,721 $210,477 2,039,236
2020-10-21 01:46 2020-10-19 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $56.36 4,982 $280,783 2,042,957
2020-10-21 01:43 2020-10-19 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $55.87 5,760 $321,839 2,047,939
2020-10-21 01:40 2020-10-19 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $55.37 3,137 $173,706 2,053,699
2020-10-16 23:01 2020-10-14 C CITIGROUP INC Jacobs Lew W IV Director BUY $44.09 10,000 $440,857 18,438
2020-10-16 17:51 2020-10-15 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $13.13 303 $3,978 25,141
2020-10-16 23:02 2020-10-14 C CITIGROUP INC REINER GARY M Director SELL $102.74 485 $49,829 0
2020-10-08 21:14 2020-10-07 CMTV COMMUNITY BANCORP /VT Moore Jeffrey Lee Director BUY $14.64 313 $4,582 1,671
2020-10-07 23:19 2020-10-05 COF CAPITAL ONE FINANCIAL CORP Wassmer Michael J Officer OPT+S $78.00 13,784 $1,075,152 96,897
2020-10-07 23:23 2020-10-07 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $59.73 185 $11,050 36,661
2020-10-07 23:23 2020-10-07 CHCO CITY HOLDING CO HYLTON TRACY W II Director BUY $63.30 170 $10,761 53,880
2020-10-06 18:05 2020-10-06 CMTV COMMUNITY BANCORP /VT Moore Jeffrey Lee Director BUY $15.33 400 $6,130 1,358
2020-10-06 17:24 2020-10-06 CMTV COMMUNITY BANCORP /VT Moore Jeffrey Lee Director BUY $13.50 213 $2,876 958
2020-10-05 23:58 2020-10-01 CASH PATHWARD FINANCIAL, INC. Herrick Glen William Officer SELL $19.78 8,854 $175,132 201,497
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the National Commercial Banks sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (6021) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in National Commercial Banks

Every transaction in the National Commercial Banks industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.